Quick Stats

Bid Price - Offer Price -
Mid Price GBX 176.88 Day Change GBX -0.29 (-0.16%)
Price Date 18 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 0.54 %
Total Expense Ratio 0.00 Fund Size 147,142,100.00
Launch Date 07/01/1994 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 100,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B8NWC132 Min TopUp (£) 25,000.00

Fund Objective

The Fund aims to achieve long-term total returns comprised of income and capital growth primarily through investment in a diversified portfolio of global assets and related derivatives.

Fund Managers

Philip Saunders
Philip is co-head of Multi-Asset at Investec Asset Management. After a period managing retail marketing and sales, he assumed responsibility for establishing Investec Asset Management’s multi-manager business which is now combined with the firm’s global multi-asset activity. In 1987, he became a founding director of Guinness Flight Global Asset Management (which was acquired by Investec Asset Management in 1998) and led its successful Global Fixed Income team. Prior to that, Philip trained as an investment analyst at Guinness Mahon & Co Limited assuming responsibility for the company’s managed currency funds in 1984. He graduated from Cambridge University with a degree in History in 1980.
Iain Cunningham
Iain Cunningham is responsible for the management of a number of multi-asset mandates that are principally focused on income and dynamic asset allocation. He specialises in currency and commodity research and is Head of the Currency Risk Premia group within Strategic Investment Group Multi-Asset (SIGMA). He joined Schroders in 2007, is a CFA Charterholder and holds a Masters in Economics and Finance and a Bachelors in Economics from Loughborough University.